VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $62,614,124 | -3.8% | 606,021 | -1.2% | 0.68% | -1.0% |
Q2 2023 | $65,055,326 | +0.5% | 613,324 | -0.0% | 0.69% | -5.6% |
Q1 2023 | $64,715,783 | -19.4% | 613,420 | -17.4% | 0.73% | -23.2% |
Q4 2022 | $80,339,889 | +15.6% | 742,443 | +1.4% | 0.95% | +4.2% |
Q3 2022 | $69,491,000 | -4.2% | 732,407 | +2.7% | 0.91% | -0.1% |
Q2 2022 | $72,540,000 | -6.7% | 713,277 | +3.0% | 0.91% | +7.6% |
Q1 2022 | $77,730,000 | +4.7% | 692,472 | +4.6% | 0.85% | +7.1% |
Q4 2021 | $74,212,000 | +6.6% | 661,961 | -1.7% | 0.79% | -2.1% |
Q3 2021 | $69,600,000 | -1.8% | 673,434 | -0.5% | 0.81% | -2.8% |
Q2 2021 | $70,881,000 | +4.1% | 676,540 | +0.4% | 0.83% | -4.6% |
Q1 2021 | $68,110,000 | +13.1% | 673,753 | +2.3% | 0.87% | -5.3% |
Q4 2020 | $60,203,000 | +12.3% | 658,885 | -0.6% | 0.92% | -1.4% |
Q3 2020 | $53,630,000 | +5.4% | 662,677 | +2.6% | 0.93% | -1.8% |
Q2 2020 | $50,890,000 | +13.5% | 645,979 | +1.9% | 0.95% | +8.6% |
Q1 2020 | $44,841,000 | -12.0% | 633,743 | +16.3% | 0.88% | +6.3% |
Q4 2019 | $50,951,000 | +17.3% | 544,711 | +11.2% | 0.82% | +5.6% |
Q3 2019 | $43,451,000 | +12.8% | 489,693 | +11.0% | 0.78% | +8.5% |
Q2 2019 | $38,537,000 | +20.5% | 441,025 | +18.1% | 0.72% | +30.5% |
Q1 2019 | $31,975,000 | +26.9% | 373,326 | +15.5% | 0.55% | +12.0% |
Q4 2018 | $25,201,000 | -9.1% | 323,133 | +1.5% | 0.49% | -0.4% |
Q3 2018 | $27,735,000 | +6.0% | 318,467 | +1.1% | 0.49% | -3.9% |
Q2 2018 | $26,169,000 | +9.2% | 315,104 | +8.5% | 0.51% | +3.6% |
Q1 2018 | $23,963,000 | +11.0% | 290,494 | +15.2% | 0.50% | +9.3% |
Q4 2017 | $21,594,000 | +19.2% | 252,176 | +12.8% | 0.45% | +27.2% |
Q3 2017 | $18,123,000 | +25.1% | 223,555 | +20.6% | 0.36% | +8.9% |
Q2 2017 | $14,491,000 | +29.6% | 185,410 | +28.8% | 0.33% | +20.7% |
Q1 2017 | $11,181,000 | +33.0% | 144,003 | +29.8% | 0.27% | +41.9% |
Q4 2016 | $8,405,000 | +55.1% | 110,928 | +47.6% | 0.19% | +41.5% |
Q3 2016 | $5,420,000 | +86.3% | 75,132 | +84.5% | 0.14% | +57.0% |
Q2 2016 | $2,909,000 | +149.9% | 40,716 | +141.4% | 0.09% | +138.9% |
Q1 2016 | $1,164,000 | +59.0% | 16,864 | +53.8% | 0.04% | +50.0% |
Q4 2015 | $732,000 | +10.4% | 10,967 | +3.6% | 0.02% | +4.3% |
Q3 2015 | $663,000 | +9.2% | 10,588 | +17.3% | 0.02% | +15.0% |
Q2 2015 | $607,000 | +42.2% | 9,029 | +44.3% | 0.02% | +42.9% |
Q1 2015 | $427,000 | +369.2% | 6,256 | +370.0% | 0.01% | +366.7% |
Q4 2014 | $91,000 | +93.6% | 1,331 | +86.2% | 0.00% | +50.0% |
Q3 2014 | $47,000 | -4.1% | 715 | -3.4% | 0.00% | 0.0% |
Q2 2014 | $49,000 | +6.5% | 740 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $46,000 | +17.9% | 740 | +15.6% | 0.00% | +100.0% |
Q4 2013 | $39,000 | 0.0% | 640 | -7.2% | 0.00% | -50.0% |
Q3 2013 | $39,000 | -17.0% | 690 | -18.8% | 0.00% | 0.0% |
Q2 2013 | $47,000 | – | 850 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Kinsale Capital Group, Inc. | 386,418 | $40,767,083 | 29.74% |
Operose Advisors LLC | 542,201 | $57,202,167 | 28.42% |
SWISS RE LTD | 728,970 | $76,906,335 | 18.04% |
Benchmark Wealth Management, LLC | 248,469 | $26,603,540 | 16.96% |
Montis Financial, LLC | 206,289 | $21,763,541 | 16.84% |
MARINO, STRAM & ASSOCIATES LLC | 486,254 | $51,299,789 | 15.49% |
Coco Enterprises, LLC | 173,128 | $18,197,489 | 14.56% |
ACT WEALTH MANAGEMENT, LLC | 227,565 | $24,008,106 | 14.28% |
PARAGON FINANCIAL PARTNERS, INC. | 123,435 | $13,022,429 | 13.64% |
CVS HEALTH Corp | 212,832 | $22,453,776 | 13.37% |